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The Clements & Wallace Ultimate Gift Guide
As the holiday season is in full swing, we thought we would join in on the latest trend taking the Internet by storm: gift guides.
read more >Who Needs an Estate Plan?
When you hear the term “estate planning,” your mind might conjure images of the elderly preparing to pass a life’s worth of assets and heirlooms to the next generation, or a wealthy couple setting up trust funds for their children and trying every trick in the book to minimize their tax bill.
read more >Beneficiary Designations: The Other Half of Your Estate Plan
In a recent post, we explored when it might be a good idea to review your estate plan. A large factor controlling where your assets go after your death—and one which is, unfortunately, often overlooked—is whether your assets have a designated beneficiary.
read more >Your New Year’s Resolution: Review Your Estate Plan
Trying to lose those holiday pounds? Resolved to exercise for an hour a day? New diet making you grumpy? We’re already a few weeks into the year, and most of us made aspirational New Year’s Resolutions that, while admirable, will fall completely off our radar by Valentine’s Day.
read more >Digital Assets Part 3: Digital Assets in Estate Plans
Part 1 and Part 2 of this series have explored digital assets and gave some practical tips on how to safeguard access to those assets for fiduciaries and family. In this final entry, we will discuss how estate planning plays into the digital assets conversation.
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